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Matthew Howard Weiss

Madison Investment Advisors, LLC

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About Matthew Howard Weiss

Matthew Howard Weiss is an Investment Advisor Representative with Madison Investment Advisors, LLC. Matthew Weiss has been in the industry since 2013 and has held positions at KLAAS FINANCIAL ASSET ADVISORS LLC, University of WI-Madison, Innovative Financial, Inc, Wisconsin Athletics, Food & Beverage Dept-UW Madison, University of WI-Madison, Madison Investment Advisors, and Investcorp Inc. Matthew Weiss is licensed in Wisconsin and holds the Series 65 license. Matthew Weiss specializes in Retirement Planning, Financial Planning, Education Planning, and Investment Management.

Firm Information

Matthew Weiss is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Weiss’s Registration & Firm History

WI

06/22/2022 - Present

Madison Investment Advisors, LLC (MADISON WI)

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Licenses & Designations

IA

Issued 01/18/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Howard Weiss.
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